Gregory Homesley
Gregory Homesley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Plainview, TX, with 21 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
114 E 7th St., Ste. 103, Plainview, TX, 79072
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Regulatory History (1)
Financial
August 2019Other Business Activities
Gregory is the President/CPA of Greg Homesley, CPA, PC since 2003, dedicating a significant amount of time to this role. He also works as an advisory representative of a RIA called CIRA, taking about half of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
The Advisors Group
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.